Introduction:

DataRails offers a unique and powerful feature for its customers - the ability to seamlessly extract data directly from their organization's core systems into Excel. This capability empowers users to access real-time data, including vital information such as sales data, making it possible to create dynamic and real-time reports that were once challenging to produce.

Key Components for Data Extraction:

To harness the full potential of DataRails' data extraction capability, users need to comprehend two essential components:

a. DataRails Functions:

When extracting data from core systems, it's crucial to define specific parameters, such as which fields to extract, the source tables, and how to aggregate the data (e.g., using sum, count, max, min, or average functions). For instance, to retrieve revenue figures, users would create a sum function targeting the relevant amount field within the appropriate table. DataRails functions serve as directives, guiding the system on which data to retrieve.

b. DataRails Formulas:

DataRails formulas are Excel formulas that users place within Excel cells to initiate data extraction. The most recognized DataRails formula is "DR.GET()". This formula leverages DataRails functions to determine the data to retrieve. Additionally, users can apply filters within the formula to extract precise data, such as revenues for specific departments within defined timeframes.

Updated November 13, 2023 10:16